DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

J••• D••••

W••••••• W•••••• L••independent RIAWaco, Tx IA-onlyIAPD 4952298

Feed of 09/15/2026

Also filed as John William Dwyer

At current firm

0 y

since Dec 22, 2025

In the industry

17 y

since Jun 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••••• W•••••• L•• independent RIA current
since Dec 22, 2025 · Bismarck, Nd
T••••• W••••• C••••••• independent RIA
Apr 24, 2024 to Sep 16, 2025 · Bismark, Nd
F•••••• F•••••••• C•••••••• L•• unclassified
Dec 2, 2022 to Jan 8, 2024 · Bismark, Nd
G• A• R••••• • C•••••• BD affiliated
Apr 2, 2020 to Sep 16, 2021 · Casselberry, Fl
R•••• I••••••••• A••••••• L•• BD affiliated
Apr 26, 2017 to Mar 31, 2020 · Bismarck, Nd
W••••• W•••• A•••••••• I•• independent RIA
Apr 18, 2016 to Apr 27, 2017 · Bismarck, Nd

Moves

a registration end followed by a registration begin elsewhere

T••••• W••••• C••••••• to W••••••• W•••••• L••
left Sep 16, 2025, registered Dec 22, 2025 (97 days) · RIA to RIA
F•••••• F•••••••• C•••••••• L•• to T••••• W••••• C•••••••
left Jan 8, 2024, registered Apr 24, 2024 (107 days) · Other
G• A• R••••• • C•••••• to F•••••• F•••••••• C•••••••• L••
left Sep 16, 2021, registered Dec 2, 2022 (442 days) · Other
R•••• I••••••••• A••••••• L•• to G• A• R••••• • C••••••
left Mar 31, 2020, registered Apr 2, 2020 (2 days) · Affiliated broker-dealer or bank to another · moved with a team
W••••• W•••• A•••••••• I•• to R•••• I••••••••• A••••••• L••
left Apr 27, 2017, registered Apr 26, 2017 (-1 days) · Other · moved with a team

Signals

J••• D•••• left T••••• W••••• C••••••• for W••••••• W•••••• L•• (registered 2025-12-22)
Sep 16, 2025 · Advisor changed firm · fact
J••• D•••• left F•••••• F•••••••• C•••••••• L•• for T••••• W••••• C••••••• (registered 2024-04-24)
Jan 8, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address